DDD Partners
IVV icon

DDD Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

DDD Partners’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.02M Hold
2,644
– – 0.12% 80
2026
Q2 		$1.98M Hold
2,644
– – 0.12% 67
2026
Q1 		$1.73M Sell
2,644
-298
-10% -$203K 0.12% 72
2025
Q4 		$2.01M Buy
2,942
+377
+15% +$256K 0.13% 67
2025
Q3 		$1.72M Hold
2,565
– – 0.11% 64
2025
Q2 		$1.59M Sell
2,565
-16
-0.6% -$9.19K 0.17% 58
2025
Q1 		$1.45M Buy
2,581
+15
+0.6% +$8.86K 0.18% 50
2024
Q4 		$1.51M Hold
2,566
– – 0.19% 51
2024
Q3 		$1.48M Buy
2,566
+1
+0% +$556 0.16% 53
2024
Q2 		$1.4M Hold
2,565
– – 0.16% 56
2024
Q1 		$1.35M Hold
2,565
– – 0.16% 52
2023
Q4 		$1.22M Sell
2,565
-250
-9% -$112K 0.16% 51
2023
Q3 		$1.23M Sell
2,815
-338
-11% -$151K 0.18% 51
2023
Q2 		$1.41M Hold
3,153
– – 0.19% 49
2023
Q1 		$1.3M Hold
3,153
– – 0.2% 45
2022
Q4 		$1.21M Hold
3,153
– – 0.19% 43
2022
Q3 		$1.13M Hold
3,153
– – 0.21% 44
2022
Q2 		$1.2M Hold
3,153
– – 0.21% 42
2022
Q1 		$1.43M Sell
3,153
-351
-10% -$157K 0.2% 41
2021
Q4 		$1.67M Buy
3,504
+2,815
+409% +$1.3M 0.23% 47
2021
Q3 		$297K Hold
689
– – 0.04% 59
2021
Q2 		$296K Hold
689
– – 0.05% 58
2021
Q1 		$274K Hold
689
– – 0.05% 59
2020
Q4 		$259K Sell
689
-20
-3% -$7.12K 0.05% 51
2020
Q3 		$238K Buy
709
+20
+3% +$6.66K 0.06% 45
2020
Q2 		$213K Buy
+689
New +$202K 0.06% 40

Other funds holding IVV

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

DDD Partners's IVV Position: Q3 2026 in Review

DDD Partners held its iShares Core S&P 500 ETF (IVV) position steady in Q3 2026 at 2,644 shares worth $2.02M. The position accounts for 0.12% of the portfolio, ranked #80.

DDD Partners first reported a position in IVV in Q2 2020 and has held it in 26 quarters since. 2,670 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • DDD Partners held 2,644 shares of iShares Core S&P 500 ETF worth $2.02M as of Q3 2026.
  • DDD Partners left its iShares Core S&P 500 ETF share count unchanged in Q3 2026.
  • iShares Core S&P 500 ETF made up 0.12% of DDD Partners's portfolio in Q3 2026, its #80 holding.
  • DDD Partners first reported a position in iShares Core S&P 500 ETF in Q2 2020 and has held it in 26 quarters since.
  • 2,670 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on DDD Partners's 13F filing for Q3 2026, filed 2 Nov 2026.